FOSTER DYKEMA CABOT & PARTNERS, LLC VUG Vanguard Growth ETF

Ownership history in FOSTER DYKEMA CABOT & PARTNERS, LLC  ·  8 quarters on record

AI Ownership Summary

FOSTER DYKEMA CABOT & PARTNERS, LLC reported Vanguard Growth ETF (VUG) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.05% in 2024 Q3. The latest visible filing shows VUG at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VUG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FOSTER DYKEMA CABOT & PARTNERS, LLC's position in Vanguard Growth ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

VUG was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FOSTER DYKEMA CABOT & PARTNERS, LLC held VUG — position size vs. price
% of Fund (quarterly)    VUG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 8,340 +6,950 +500.0% 0.04% $718K 2026-08-11 $88.59
2026 Q1 UNCHANGED 1,390 0% 0.04% $607K 2026-05-14 $88.39
2025 Q4 UNCHANGED 1,390 0% 0.04% $678K 2026-02-12 $76.52
2025 Q3 UNCHANGED 1,390 0% 0.04% $667K 2025-11-12 $81.98
2025 Q2 UNCHANGED 1,390 0% 0.04% $610K 2025-08-12 $76.83
2025 Q1 UNCHANGED 1,390 0% 0.04% $515K 2025-05-09 $64.27
2024 Q4 REDUCED 16.9% -9.5% 1,390 -283 -16.9% 0.04% $571K 2025-02-13 $70.65
2024 Q3 INITIATED 1,673 0.05% $642K 2024-11-12 $67.59

FAQ About FOSTER DYKEMA CABOT & PARTNERS, LLC and VUG

These are the practical questions this page is built to answer before you even open the full history table.

How long has FOSTER DYKEMA CABOT & PARTNERS, LLC reported owning VUG?

FOSTER DYKEMA CABOT & PARTNERS, LLC reported VUG across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported VUG position in FOSTER DYKEMA CABOT & PARTNERS, LLC's portfolio?

The largest reported portfolio weight for VUG was 0.05% in 2024 Q3.

What is the latest reported VUG position on this page?

The most recent filing on this page is 2026 Q2, when FOSTER DYKEMA CABOT & PARTNERS, LLC reported 8,340 shares, equal to 0.04% of portfolio, with an estimated market value of $718K.

What does the chart on this VUG ownership page compare?

The chart compares FOSTER DYKEMA CABOT & PARTNERS, LLC's quarterly VUG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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